Method CRM: Now Advanced Certified and New & Improved QuickBooks Custom Reports
These are actually two separate announcements but since they happened around the same time and they are somewhat related, I figured I would put them together since they are pretty huge. First off, I am now an Advanced Method Certified Consultant of
. I probably should have taken this a long time ago, but at least I was able to garner the experience of some pretty complex customization jobs for my clients up until now. Recently, I implemented a brand new business that is
completely
mobile using Method. This was a huge project, but well worth the challenge and experience. And after a few years working in Method, my non-profit client has expanded their tracking in Method to other programs within their organization.
A lot of my database experience that has helped me with Method stems from my extensive background in designing custom reports using QuickBooks data. Understanding how data is structured and organized and then being able to put it all together into an understandable format is key to the intelligence of information. I supported the QODBC driver for QuickBooks when I worked at Intuit and then used it ever since I started my business almost 7 years ago creating custom reports for my clients. I thought I was pretty advanced when I found a way to really speed up the syncing of my report applications with QuickBooks. But now, moving forward, I have found a better and even faster way using the Method API. Taking advantage of the best QuickBooks synchronization provided by the Method Sync Engine, getting the reports that you need is only a few button clicks away. It doesn't matter if you are using QuickBooks Pro or QuickBooks Online, and you won't have to purchase a QODBC driver, QQube, or Crystal Reports. And you get introduced to a world-class application called Method:CRM (unless you already use it!).
Take QuickBooks Online and Add Custom Fields, Activities, and More with Method Integration
I am absolutely amazed with this "new" offering that most people are not aware of, what I call QuickBooks on Steroids (but in a good way). I guess I should call it QuickBooks on Supplements to sound more positive. Anyway, a bunch of very smart Canadians finally took the entire accessible QuickBooks database and put it into the cloud, which is to say they brought it online as a web-based application. Now an unlimited number of multiple users can access and view simultaneously lists, transactions, reports, you name it from QuickBooks files imprisoned on the Desktop Computer. You can also create new transactions, customize reports and templates and print directly from the web.
Now the real kicker is that there is an endless possibility to customize and build on top of your QuickBooks data to match your own business' processes. This means you can created unlimited custom fields, activities with calendars, actions that cause other things to happen, and more! But the nice thing is that they have done a lot of the work already by including a CRM to track potential customers as leads, which can then be turned into QuickBooks customers with one click. There is also a Field Service module to schedule and track work orders for contractors working on-site where they can do time-tracking of their time on jobs, enter comments, and re-schedule jobs.
Manage your entire business in one place. With just at least one version of QuickBooks, your business can save tons of time and money by eliminating network hassles, difficult workarounds, and user-license limits. Access your business data anytime, anywhere with a computer, tablet, and even smartphones and iPhones with Internet access.
If you want to see it action with live data and take advantage of special discounted pricing, contact me. As an Advanced Certified QuickBooks ProAdvisor and Method Certified Account Manager, we can provide the best cost-effective solution for your business.
Visit me at Go Get Geek!
Sign up for a Method CRM free trial now!
QuickBooks Custom Reports
Well, I have been so busy the past few months working on the most complex reports I have ever worked on that I have put off doing my ProAdvisor Advanced Certification (since Intuit has fixed the exam). What a lot of clients do not realize when they search the Intuit database for a local ProAdvisor is that a lot of the "Advanced Certified" consultants listed were able to get this certification by taking actual classes last year. I was not eligible for that class, since at the time I was still employed by Intuit. Therefore, those of us that have to take the exam were faced with a difficult challenge, initially presented with an exam with several flaws about which many of us complained and could not pass no matter what. However, now it is fixed and I shall have that completed soon so that I show up higher in the list. Also, it will truly show my expertise in QuickBooks.
Consulting with businesses on QuickBooks is very enjoyable and rewarding for me, but half of my business is focused on custom reporting using QuickBooks data. I primarily use Microsoft Access, but I have used Crystal Reports before with no problems. I prefer Access because usually my clients already have it and I would not like to require them to purchase Crystal Reports since they are already investing in a report from me. I also use Microsoft Excel to create simple list reports and EDI (Electronic Document Interchange) exports. I have learned quite a bit since heading the ODBC/Reporting team at Intuit and would now consider myself an expert. Now, I would like to share my expertise by conducting online webinars or on site classes or seminars on creating custom reports using QuickBooks data. As we approach the Sleeter Conference in November for QuickBooks consultants, I have considered doing a workshop the two days following the event. In lieu of or addition to that, I will provide online webinars for beginner to advanced level participants. Your responses are confidential and will allow me to provide the best offerings.
Thank you,
Brett Barry (Geekoid)